Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $648,686 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $75,163 |
BAKER NEWMAN NOYES3 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,170 | $67,512+32.1% | $185,854-52.0% | $93,010-4.1% |
| Participation rate | 40.8% | 67.1%-26.3pp | 81.7%-40.9pp | 73.9%-33.1pp |
| Annual return | 14.84% | 21.04%-6.2pp | 122.12%-107.3pp | 158.70%-143.9pp |
| Employer contribution / active EE | $2,688 | $1,783+50.7% | $5,169-48.0% | $2,705-0.6% |
| Participant deferral / active EE | $4,473 | $3,035+47.4% | $5,569-19.7% | $4,561-1.9% |
| Admin fee / account holder | $113 | $318-64.6% | $16,246-99.3% | $152-25.8% |